Ag Bull Intel

Tariffs, Trade Remedies, and Fertilizer: How U.S. Policy Is Reshaping Farm Input Costs Trump’s tariff measures and ITC-backed phosphate duties have driven fertilizer costs higher and altered import patterns, with ripple effects across U.S. agriculture and global supply chains Fertilizers have become a critical fault line in the evolving U.S./China trade war and the broader reshuffling…

Trump, Xi, and the Next China ShowdownFox Business interview: Michael Pillsbury warns Beijing may be stalling as new U.S. tariffs loom In an interview on Fox Business, China expert and Fox News contributor Michael Pillsbury downplayed talk of a violent power struggle in Beijing but warned that factional infighting could shape who leads China over the next several years.…

U.S. Raising Tariff Rate Quota for Argentina to 80,000 MT Beef to Reduce Prices Oil prices surge after U.S. sanctions on Russia’s top energy firms | Trump/USDA plan to rebuild U.S. cattle industry | Partial FSA reopening today | SNAP goes pop Link: Trump Admin. Unveils Major Plan to Rebuild U.S. Cattle Herd, Lower Beef…

Trump Administration Unveils Major Plan to Rebuild U.S. Cattle Herd, Lower Beef Prices Secretaries Rollins, Burgum, Kennedy, and Loeffler announce coordinated push to bolster ranchers, expand processing capacity, and promote beef as a cornerstone of national health and security.  USDA Secretary BrookeRollins on Tuesday announced a sweeping initiative to stabilize and grow the American beef industry,…

USDA White Paper: The Trump Administration’s Plan to Fortify the American Beef IndustrySweeping reforms target rancher resilience, market access, and consumer transparency The USDA Beef Industry Plan White Paper (Link/October 20, 2025) lays out a three-part strategy to rebuild and stabilize the American cattle industry amid historic herd declines. The document underscores that since 2017, the…

U.S. Software Export Curbs Could Ripple Through Farm SectorTrump’s proposed restrictions on software exports to China risk triggering retaliation and still higher input costs for U.S. agriculture President Donald Trump’s plan to tighten restrictions on “any and all critical software” exports to China — part of his broader tariff escalation set to take effect Nov.…

Trump Claims Tariffs Made Ranchers Prosper, but Economists Say the Picture Is More ComplexFact-checkers find partial truth in Trump’s statement linking cattle industry gains solely to his trade policies President Donald Trump took to Truth Social today to argue that U.S. cattle ranchers owe their recent success to his trade actions. Trump on Truth Social said: “The Cattle…

Trump/USDA Options Expected Re: Beef Supply USDA partially reopens FSA to release $3 billion farm funding frozen by shutdown Link: Trump Administration to Release $3 Billion in Farm Funding Frozen by ShutdownLink: Hassett Highlights AI Productivity, Tariff Revenue, and Energy BoomLink: New Coalition Pushes for National Ingredient TransparencyLink: Trump Casts Doubt on Xi Meeting as…

Hassett Highlights AI Productivity, Tariff Revenue, and Energy Boom in Kudlow InterviewNEC Director defends Trump’s economic policies, says growth and disinflation show “momentum can’t be stopped”; teases ag announcement coming  In an interview on Tuesday on Fox Business’ “Kudlow,” National Economic Council Director Kevin Hassett joined host Larry Kudlow to discuss the latest economic trends, the ongoing…

UPDATED: New Coalition Pushes for National Ingredient TransparencyFarm, food, and beverage groups join in call for GRAS, labeling, and QR code reforms (Note: Updating and clarifying list of coalition members, and including link for more details.) A new coalition of farm and consumer organizations is calling for a single national standard to replace what it describes…